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EUROPE
What Europe can
learn from Alexander Hamilton – New
Statesman
In
2018, despite the prompting of President Macron, the EU missed a crucial window
for reform. Can it heal its fractures to create a new European republic?
Ashoka Mody: Germany’s
Economy Will Be Europe’s Problem – BB
If
people aren’t prospering, they won’t support integration
Editorial: Europe’s
Tech Tax Is a Mistake in the Making – BB
If
France and Germany cared about efficient and equitable taxation, they’d drop
their planned “Google tax.”
Yellow vest
protests cast cloud over Macron’s reform plans – Pictet
Recent
protests could have a negative impact on French growth, tax revenue and
president Macron’s reform plans for his country and for Europe.
Macron Fans the
Flames of Illiberalism – BB
Public
anger and frustration is soaring in France. Aloof elites can’t contain it.
ECB Preview – ABN
AMRO
Gradual
dovish shift
ECB Preview – Danske
Bank
A
new chapter of dovish tightening
ECB Preview – ING
It’s
the end of QE as we know it…and we will be fine as the European Central Bank is
gradually shelving the controversial bond-buying programme
UNITED STATES
U.S. Nabbing
Huawei Is the Dog That Caught the Car – BB
Does
it know what to do next? The government must decide what it wants from an
explosive move that has angered China.
NOVEMBER PAYROLLS
U.S.
Adds Below-Forecast 155,000 Jobs as Wage Gain Misses – BB
Did
the Job Market Slow in November? Here’s How It Compares – WSJ
U.S.
job growth cools in November, monthly wage gains modest – Reuters
OTHER
Oil Rises as Much
as 5.4 Percent as OPEC+ Is Said to Agree Cuts – BB
OPEC
meeting ends with deal to curb 1.2 million barrels a day * Russia is also said
to join the proposed deal, delegate says
Oil rallies after
Opec agrees to cut output by 1.2m barrels a day – FT
Brent
crude jumps 5 per cent on news of pact
This Is the
Inversion Stock Investors Should Sweat – BB
The
difference between the earnings yield on stocks and the yield on cash is a good
bear-market indicator.
Don’t ignore the
yield curve –
Kevin Muir
REGULARS
EU
Open Rundown
– RANsquawk
Brussels
Edition Daily
– BB
Merkel’s Long Exit Begins
Brussels
Briefing –
FT
Eco
Day Europe
– BB
May Could Postpone Brexit Vote, Fed
Caution, ECB Errors * EU leaders are likely to focus on Brexit at next summit *
Interest rate cuts are back on the agenda in Asian economies
FirstFT
Daily Briefing
– FT
WSJ
Daily Economics
– WSJ
Danske
Daily
– Danske
Bank
Important day with OPEC+, NFP taking
centre stage
Daily
Market Comment
– Marc
Chandler
A Couple More Events before Seeing the End
of Difficult Week for Investors
Brussels
Playbook
– Politico
CDU decides — How Malta became unlikely
LGBTIQ hero — David Davis has a laugh
Five
Things You Need to Know to Start Your Day – BB
US
Open
– ZH
S&P Futures Slide, Europe Jumps As
Traders Beg For Chaotic Week To Week
US
Open Rundown
– RANsquawk
Aamukatsaus – Nordea
Tänään
markkinoiden mielenkiinto kohdistuu USA:n työmarkkinaraporttiin | Suomesta
saadaan alustavat ulkomaankaupan tilastot lokakuulta | OPEC:lta ei vielä saatu
päätöstä tuotannon leikkauksista, öljyn hinta laski